ACT Advisors
Firm details
- Headquarters
- Asheville, North Carolina
- CRD number
- 173120
- Registered since
- October 15, 2014
- Website
- act-advisors.com
- Custodians
- LPL FINANCIAL LLC, CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees, Other
- Client types
- HNWI67.35%
- Individuals29.19%
- Corporations / Businesses3.14%
- Charitable Organizations0.2%
- Pension & Profit Sharing Plans0.12%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
ACT Advisors is an independent, LLC-structured registered investment adviser that registered with the SEC in 2014. The firm serves both individuals and families as well as institutional clients and functions as a capital allocator, deploying client capital to outside managers in addition to managing portfolios directly. Its fee model includes assets-under-management fees, fixed fees and other fee arrangements. Core advisory services listed by the firm are financial planning, portfolio management for individuals and small businesses, pension consulting and selection of other advisers. The firm does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds62%
- Exchange Traded Equities36%
- Cash & Cash Equivalents2%
Owners & executives
1 of 1
Jennifer English
Chief Compliance OfficerCRD 5971134
Contacts
3 of 4
Patrick Latta
Wealth AdvisorCRD 4395019
Roger Johnson
Financial PlannerCRD 4545355
Douglas English
FounderCRD 2532448
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 44Active vs passive
$312M in ETFs
34%
$105M
63%
$207M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| DIMENSIONAL US CORE EQUITY MARKET ETF (DFAU) | Dimensional | Active | Large Blend | $43.8M | 835,665 | 14.02% |
Location
Asheville, NC
Buncombe
Location
Asheville, NC
Headquartered in Asheville, NC, anchoring the Asheville-Marion-Brevard, NC metro in the South.
- Metro area
- Asheville-Marion-Brevard, NC
- Region
- South
- County
- Buncombe
- Address
- 521 College St
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
Graham Partners
RIAAsheville, NC
Altamont Capital Management
RIAAsheville, NC
Colton Groome Financial Advisors, LLC
RIAAsheville, NC
Joel Adams and Associates Inc.
RIAAsheville, NC
Millbank Dartmoor Portsmouth LLC
RIAAsheville, NC
Horizons Wealth Management
RIAAsheville, NC